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Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Despite the AI hype, Nvidia’s datacenter revenue was down

Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Despite the AI hype, Nvidia’s datacenter revenue was down QoQ and only up 10% YoY. It remains to be seen if the growth trajectory has changed meaningfully over the last quarter, because the stock is priced for massive earnings growth while their revenue and earnings have been actually shrinking. We’ll find out on the upcoming earnings call https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu... https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-earnings-per-share-diluted https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-ea...

HybridCurve 3y ago
>Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Is it? I remember hearing they didn't make much money from their consumer GPU products a few years back. This was one of the reasons why they tried to clamp down so aggressively on people using desktop GPUs for computing. They had made a number of driver changes which restricted the capabilities of anything but the tesla and quadro products. They were also restricting bulk purchases of their cards.
- UncleEntity 3y ago
  IIRC they did that because the crypto miners were buying them all up and they wanted normal folks to be able to buy them too. Not that big of a deal these days and I doubt they’d make it so someone couldn’t take an off the shelf GPU and play around with llamas.